iShares US Oil Equipment & Services ETF
IEZ
79 hedge funds and large institutions have $141M invested in iShares US Oil Equipment & Services ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
25% more funds holding
Funds holding: 63 → 79 (+16)
10.34% less ownership
Funds ownership: 59.74% → 49.4% (-10%)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
17% less capital invested
Capital invested by funds: $169M → $141M (-$28.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$17.5M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$7.47M |
| 3 |
Jane Street
New York
|
+$4.8M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$3.03M |
| 5 |
HF
HRT Financial
New York
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.06M |
| 3 |
CCA
Cadent Capital Advisors
Tulsa,
Oklahoma
|
-$5.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.67M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$2.95M |
IEZ Hedge Fund Activity: Q2 2022 in Review
79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2022, worth a combined $141M — down 17% from $169M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IEZ positions and 9 closed out — a net gain of 16 holders — while 20 added to existing stakes and 23 trimmed.
The largest buyer was SPC Financial Inc, opening a new position worth an estimated $17.5M. The largest seller was Bank of America, cutting an estimated $17.9M.
- 79 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2022, up from 63 in Q1 2022.
- Funds reported $141M of iShares US Oil Equipment & Services ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 25 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2022 and 9 closed out, a net change of +16 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q2 2022 was SPC Financial Inc, an estimated $17.5M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q2 2022 was Bank of America, an estimated $17.9M sold.
Based on aggregated 13F filings for Q2 2022.